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Vanguard US Quality Factor ETF
VFQY

69 hedge funds and large institutions have $126M invested in Vanguard US Quality Factor ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

32% more capital invested

Capital invested by funds: $95.5M → $126M (+$30.7M)

21% more funds holding

Funds holding: 57 → 69 (+12)

2.37% more ownership

Funds ownership: 42.94% → 45.31% (+2.4%)

6% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 18

Holders
69
Holders Change
+12
Holders Change %
+21.05%
% of All Funds
1.01%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
17
Increased
17
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SL
Systelligence LLC
Minnesota
+$15M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.45M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$664K
4
PFA
Pure Financial Advisors
California
+$595K
5
SAM
Synergy Asset Management
Washington
+$366K

Top Sellers

Rank Fund Capital Flow
1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$3.68M
2
SP
Symmetry Partners
Connecticut
-$2.12M
3
HPC
Hobart Private Capital
North Carolina
-$1.34M
4
FIA
Foundations Investment Advisors
Arizona
-$1.06M
5
Jane Street
Jane Street
New York
-$858K
Name Holding Trade Value Shares
Change 		Change in
Stake
GA
26
GSG Advisors
New Jersey
$516K +$1.86K +16 +0.4%
SFS
27
Security Financial Services
Indiana
$480K -$697 -6 -0.2%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$473K -$18.1K -156 -4%
UBS Group
29
UBS Group
Switzerland
$411K +$241K +2,077 +178%
SAM
30
Synergy Asset Management
Washington
$399K +$366K +3,153 New
DWP
31
Destiny Wealth Partners
Florida
$386K – – –
NL
32
NWAM LLC
Washington
$365K +$6.04K +52 +2%
IFA
33
Interactive Financial Advisors
Illinois
$359K -$251K -2,161 -24%
CJ
34
Caitlin John
Michigan
$351K +$322K +2,775 New
KCM
35
Kathmere Capital Management
Pennsylvania
$317K +$1.86K +16 +0.6%
WCFA
36
Walkner Condon Financial Advisors
Wisconsin
$299K – – –
CCA
37
Cobblestone Capital Advisors
New York
$278K -$29K -250 -10%
SAM
38
Secure Asset Management
Michigan
$272K -$18.7K -161 -7%
Cerity Partners
39
Cerity Partners
New York
$265K -$6.27K -54 -3%
JP Morgan Chase
40
JP Morgan Chase
New York
$252K -$1.16K -10 -0.5%
CAG
41
Compass Advisory Group
New York
$244K -$15.9K -137 -7%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$214K +$197K +1,695 New
Creative Planning
43
Creative Planning
Kansas
$210K +$193K +1,662 New
Osaic Holdings
44
Osaic Holdings
Arizona
$123K -$27.3K -235 -19%
BHWM
45
Beaird Harris Wealth Management
Texas
$122K -$1.05K -9 -0.9%
Morgan Stanley
46
Morgan Stanley
New York
$118K +$62.8K +541 +138%
CFFP
47
Center for Financial Planning
Michigan
$114K – – –
LIWM
48
Long Island Wealth Management
New York
$108K +$99K +852 New
Comerica Bank
49
Comerica Bank
Texas
$103K – – –
PS
50
Principal Securities
Iowa
$90.6K +$83.2K +716 New
1
2
3

VFQY Hedge Fund Activity: Q4 2023 in Review

69 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Quality Factor ETF (VFQY) for Q4 2023, worth a combined $126M — up 32% from $95.5M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new VFQY positions and 5 closed out — a net gain of 12 holders — while 17 added to existing stakes and 18 trimmed.

The largest buyer was Systelligence LLC, opening a new position worth an estimated $15M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $3.68M sold.

  • 69 institutional investors held Vanguard US Quality Factor ETF (VFQY) as of Q4 2023, up from 57 in Q3 2023.
  • Funds reported $126M of Vanguard US Quality Factor ETF stock for Q4 2023, up 32% quarter-over-quarter.
  • 17 funds opened new Vanguard US Quality Factor ETF positions in Q4 2023 and 5 closed out, a net change of +12 holders.
  • The largest Vanguard US Quality Factor ETF buyer in Q4 2023 was Systelligence LLC, an estimated $15M added.
  • The largest Vanguard US Quality Factor ETF seller in Q4 2023 was Thrivent Financial for Lutherans, an estimated $3.68M sold.

Based on aggregated 13F filings for Q4 2023.